Contract items (CT201000)
You can use this window to create and maintain contract items. Contract items are non-stock items to be provided to a customer under a contract. You define item quantity limits and pricing for item setup, recurring invoicing and renewal. The contract item quantity can be changed within specified limits in a template or in a contract itself.
Search line in list window
If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.
There are two types of search fields:
White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
- space: the result contains the words in any order,
- %: the result contains the words in the specific order, and the % functions as a wildcard as well.
Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
The window toolbar
The window toolbar includes only standard buttons.
The top part
By using the elements in this area, you can create a new contract item or select an existing item for editing.
- Contract item
- The unique identifier of a contract item specified in accordance with the CONTRACTITEM segmented key.
- Description
- A description of the contract item, with any relevant comments.
The Price options tab
This tab provides quantity and price settings for contract items.
The Price options tab elements
- Maximum allowed quantity
- This is the maximum quantity of the contract item that a customer may buy under the contract.
- Minimum allowed quantity
- This is the minimum quantity of the contract item that a customer may buy under the contract.
- Default quantity
- This is the contract item quantity included by default. It can be overridden within the allowed limits for the item in a contract template and a contract based on this template.
- Currency ID
The currency of the item price.
You should use contract items priced in the same currency in one template.
- Setup price
- A read-only field that displays contract item price for setup, calculated based on settings configured under the Setup and renewal section.
- Recurring price
- A read-only field that displays contract item recurring price, calculated based on settings configured under the Recurring invoicing section.
- Extra usage price
- A read-only field that displays contract item price for extra usage, calculated based on settings configured under the Recurring invoicing section.
- Renewal price
- A read-only field that displays contract item price for renewal, calculated based on settings configured under the Setup and renewal section.
The Setup and renewal section
- Setup item
- The unique alphanumeric identifier of a non-stock item to be provided on a contract setup.
- Setup pricing
The setup item pricing policy. The following options are available:
- Use item price
- The non-stock item base price is used. If there is a price configured for a customer price class and a customer that purchases this service belongs to this price class then the price from the customer price class is used.
- Percent of item price
- The price is a percentage calculated by applying percent specified in the Item price/percentage field to the non-stock item base price.
- Enter manually
- The price is specified manually and can not be changed later in a contract.
- Item price/percent
- The setup item price or percent to be applied to the non-stock item price.
- Retain rate
- A percent of deposit original amount. The system displays a warning on a contract screen when deposit balance gets to the percentage point.
- Deposit
- A check box that, if selected, indicates that the contract item is treated as a deposit.
- Refundable
- A check box that, if selected, indicates that the setup price of the contract item is refundable.
- Prorate setup
- A check box that, if selected, indicates that the setup price of the contract item is invoiced in proportion to unused services in case of contract terms change.
- Renewal item
- The unique alphanumeric identifier of a non-stock item to be provided on a contract renewal.
- Collect renewal fee on activation
- A check box that, if selected, indicates that a customer is invoiced for item renewal in the first invoicing period.
- Renewal pricing
The renew item pricing policy. The following options are available:
- Use item price
- The non-stock item base price is used. If there is a price configured for a customer price class and a customer that purchases this service belongs to this price class then the price from the customer price class is used.
- Percent of item price
- The price is a percentage calculated by applying percent specified in the Item price/percent field to the non-stock item base price.
- Percent of setup price
- The price is a percentage calculated by applying percent specified in the Item price/percent field to the contract item setup price.
- Enter manually
- The price is specified manually and can not be changed later in a contract.
- Item price/percent
- The renew item price or percent to be applied to the non-stock item price.
The Recurring invoicing section
- Invoice type
The recurring invoicing policy. The following options are available:
- None
- recurring invoicing is not performed.
- Prepaid
- customer is invoiced at the beginning of scheduled invoicing period.
- Postpaid
- customer is invoiced at the end of scheduled invoicing period.
- Recurring item
- The unique identifier of a non-stock item customer is invoiced for recurrently.
- Reset usage on invoicing
- A check box that, if selected, indicates that contract item usage is reset after the invoicing for a previous invoicing period has been performed.
- Recurring pricing
The recurring item pricing policy. The following options are available:
- Use item price
- The non-stock item base price is used. If there is a price configured for a customer price class and a customer that purchases this service belongs to this price class then the price from the customer price class is used.
- Percent of item price
- The price is a percentage calculated by applying percent specified in the Item price/percent field to the non-stock item base price.
- Percent of setup price
- The price is a percentage calculated by applying percent specified in the Item price/percent field to the contract item setup price.
- Enter manually
- The price is specified manually and can not be changed later in a contract.
- Item price/percent
- The recurring item price or percent to be applied to the non-stock item price.
- Extra usage pricing
The recurring item pricing policy. It is applied to service price if customer exceeded service included quantity. The following options are available:
- Use item price
- The non-stock item base price is used. If there is a price configured for a customer price class and a customer that purchases this service belongs to this price class then the price from the customer price class is used.
- Percent of item price
- The price is a percentage calculated by applying percent specified in the Item price/percent field to the non-stock item base price.
- Percent of setup price
- The price is a percentage calculated by applying percent specified in the Item price/percent field to the contract item setup price.
- Enter manually
- The price is specified manually.
- Item price/percent
- The price for recurring item extra usage or percent to be applied to the non-stock item price.
- Deposit item
- The unique identifier of a deposit assigned to the non-stock item customer is invoiced for recurrently.
The Used in contract templates tab
The Used in contract templates tab contains the list of contract templates the selected contract item is added to.
- Contract template
- The unique alphanumeric identifier of a contract template.
- Description
- The contract template description.
The Active contracts tab
The Active contracts tab contains the list (in a tabular format) of an active contracts the selected item is included to. A contract is considered active if its status is not Draft, Cancelled, or Expired.
- Contract ID
- The unique alphanumeric identifier of a contract.
- Customer
- The customer associated with the contract.
- Status
- The contract status. For details, see: Customer contracts (CT301000).
- Setup date
- The date of the contract setup.
- Expiration date
- The date when contract expires.
- Description
- The contract description, which includes any related comments.
Related pages
Concepts
- Manage contracts - overview
- About contract preparation
- About retainer contracts
- Contract examples - overview
- About fixed-price contracts
- About contract setup and activation
- About contract renewal
- About usage-based contracts
Tasks
- Set up per-activity invoicing
- Set up per-case invoicing
- Set up invoicing by the number of cases
- Configure a contract item
- Create a deposit contract item
- Configure a retainer contract
- Configure a contract
- Configure a contract template